The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APERGY CORP COM 03755L104 3,156 116,655 SH   SOLE   116,655 0 0
BAKER HUGHES A GE CO CL A 05722G100 5,385 232,122 SH   SOLE   232,122 0 0
CACTUS INC CL A 127203107 715 24,703 SH   SOLE   24,703 0 0
CHART INDS INC COM PAR $0.01 16115Q308 19,199 307,877 SH   SOLE   307,877 0 0
CHENIERE ENERGY INC COM NEW 16411R208 839 13,300 SH   SOLE   13,300 0 0
CHEVRON CORP NEW COM 166764100 21,894 184,600 SH   SOLE   184,600 0 0
CIMAREX ENERGY CO COM 171798101 9,794 204,295 SH   SOLE   204,295 0 0
CONTINENTAL RESOURCES INC COM 212015101 30,641 995,159 SH   SOLE   995,159 0 0
CORE LABORATORIES N V COM N22717107 2,933 62,904 SH   SOLE   62,904 0 0
DIAMONDBACK ENERGY INC COM 25278X109 29,009 322,644 SH   SOLE   322,644 0 0
DUPONT DE NEMOURS INC COM 26614N102 12,098 169,648 SH   SOLE   169,648 0 0
ENERPLUS CORP COM 292766102 7,087 951,171 SH   SOLE   951,171 0 0
EQT CORP COM 26884L109 26,382 2,479,492 SH   SOLE   2,479,492 0 0
HELMERICH & PAYNE INC COM 423452101 2,605 65,001 SH   SOLE   65,001 0 0
HOLLYFRONTIER CORP COM 436106108 5,644 105,221 SH   SOLE   105,221 0 0
HUNTSMAN CORP COM 447011107 7,858 337,834 SH   SOLE   337,834 0 0
JAGGED PEAK ENERGY INC COM 47009K107 2,868 395,070 SH   SOLE   395,070 0 0
KINDER MORGAN INC DEL COM 49456B101 13,017 631,600 SH   SOLE   631,600 0 0
LINDE PLC SHS G5494J103 3,930 20,286 SH   SOLE   20,286 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,092 12,200 SH   SOLE   12,200 0 0
MARATHON OIL CORP COM 565849106 6,161 502,100 SH   SOLE   502,100 0 0
MARATHON PETE CORP COM 56585A102 8,116 133,600 SH   SOLE   133,600 0 0
MDU RES GROUP INC COM 552690109 6,712 238,086 SH   SOLE   238,086 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 973 145,700 SH   SOLE   145,700 0 0
NATIONAL OILWELL VARCO INC COM 637071101 6,011 283,546 SH   SOLE   283,546 0 0
NORTHERN OIL & GAS INC NEV COM 665531109 8,360 4,265,176 SH   SOLE   4,265,176 0 0
OCEANEERING INTL INC COM 675232102 5,042 372,139 SH   SOLE   372,139 0 0
PARSLEY ENERGY INC CL A 701877102 28,332 1,686,433 SH   SOLE   1,686,433 0 0
PBF ENERGY INC CL A 69318G106 5,975 219,755 SH   SOLE   219,755 0 0
PENN VA CORP NEW COM 70788V102 4,614 158,713 SH   SOLE   158,713 0 0
PIONEER NAT RES CO COM 723787107 16,430 130,637 SH   SOLE   130,637 0 0
QUANTA SVCS INC COM 74762E102 13,069 345,752 SH   SOLE   345,752 0 0
RANGE RES CORP COM 75281A109 3,898 1,020,500 SH   SOLE   1,020,500 0 0
RPM INTL INC COM 749685103 2,222 32,285 SH   SOLE   32,285 0 0
SM ENERGY CO COM 78454L100 6,913 713,450 SH   SOLE   713,450 0 0
TARGA RES CORP COM 87612G101 10,580 263,385 SH   SOLE   263,385 0 0
TC ENERGY CORP COM 87807B107 17,584 339,523 SH   SOLE   339,523 0 0
TECHNIPFMC PLC COM G87110105 17,742 734,963 SH   SOLE   734,963 0 0
TELLURIAN INC NEW COM 87968A104 481 57,800 SH   SOLE   57,800 0 0
VALERO ENERGY CORP NEW COM 91913Y100 8,175 95,900 SH   SOLE   95,900 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 3,130 113,112 SH   SOLE   113,112 0 0
WPX ENERGY INC COM 98212B103 20,193 1,906,805 SH   SOLE   1,906,805 0 0